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Garton & Associates Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Garton & Associates Financial Advisors’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-953
Closed -$93.2K – 503
2025
Q4 		$93.2K Buy
+953
New +$94.1K 0.05% 243

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's NULG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 953 shares — an estimated $93.2K sold.

Garton & Associates Financial Advisors first reported a position in NULG in Q4 2025 and held it in 1 quarter. The position peaked at $93.2K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 953 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $93.2K.
  • Garton & Associates Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $93.2K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.